Darek M. Koleda

Senior Advisor, ChFC®, EA


Message about Darek M. Koleda

Since joining Lane Hipple Wealth Management Group in 2017, Darek has been an ideal resource for clients. That’s because he combines a focus on client service and effective communication with advanced analytical skills to help clients move closer to their goals. As a holistic financial planner and IRS enrolled agent, he incorporates tax planning into comprehensive financial planning and investment management.

Darek’s passion for becoming a financial planner stemmed from seeing his family and friends being taken advantage of by the financial industry.  He witnessed his immigrant parents and grandparents losing their hard-earned life savings by being sold inappropriate financial products. This fueled his drive to work for an independently owned Registered Investment Advisor firm because they are held to the fiduciary standard of care. “Our mission as fiduciaries is to serve, not sell. After all, the financial planning profession is a helping profession, and if I see my clients succeed, then I succeed.” Darek finds it especially gratifying to help clients make the informed decisions necessary to better their lives now and in the future.

In his free time, Darek strives to maintain a balanced lifestyle. Darek is happily married to his wife Cristen and recently moved from Philadelphia to Marlton, NJ. Together they have two sons, Tyler and Luke, and enjoy spending time going on walks, riding bikes, playing in the park, and other family activities. Darek enjoys playing ice hockey, golfing, and skiing/snowboarding.

Education and Certifications:

  • Chartered Financial Consultant (ChFC®), The American College of Financial Services
  • IRS Enrolled Agent (EA)
  • B.S., Accounting, Temple University, Philadelphia
  • Certificate in Personal Financial Planning, Bryant University

Professional Experience:

  • Lane Hipple: 2017 – Present – Senior Advisor
  • McQueen Ball, Inc.: 2016-2017 – Tax & Financial Planner
  • F/B/O Services, Inc: 2013 – 2016 – Tax Manager
  • Novak Francella: 2010 – 2013 – Senior Tax Accountant
  • CliftonLarsonAllen: 2007 – 2010 – Staff Accountant

Favorite Quotes:

  • “In this world nothing can be said to be certain, except death and taxes.” – B. Franklin
  • “If You Fail to Plan, You Are Planning to Fail.”” – B. Franklin
  • “The Secret of Getting Ahead is Getting Started.” – Mark Twain
  • “Try not to Become a Man of Success, but Rather Try to Become a Man of Value.” – Albert Einstein

 

 

 

 

What is a Chartered Financial Consultant?

 

 

 

 

What is an Enrolled Agent?

 

Phone: (856) 638-1855
Email: dkoleda@lhswealth.com